Nonprofit · EIN 45-4027960
TRELLIS CHARITABLE FUND
Tax-exempt · WOODBRIDGE, NJ 07095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $24,134,278 | $5,737,228 | $18,397,050 | $119,919,523 | $716 | $119,918,807 |
| December 31, 2023 | 990-PF | $2,362,016 | $3,854,246 | -$1,492,230 | $84,099,353 | $291,052 | $83,808,301 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,658,244
- Interest
- $1,076,631
- Net rental income
- $564
- Net gain from sales of assets
- $20,478,311
- Other income
- $920,129
Expenses
- Grants and similar amounts paid
- $4,858,000
- Disbursements for charitable purposes
- $4,891,754
- Excise tax on investment income
- $314,495
Balance sheet and other
- Total assets, start of year
- $84,099,353
- Total assets, end of year
- $119,919,523
- Total liabilities, end of year
- $716
- Net assets, end of year
- $119,918,807
- Fair market value of assets
- $132,023,323
- Qualifying distributions
- $4,891,754
- Net investment income
- $23,470,620
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY KAREL 3150 SOUTH STREET NW 2B, WASHINGTON, DC 20007 | CHAIR/SECRET | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY KAREL 3150 SOUTH STREET NW 2B, WASHINGTON, DC 20007 | CHAIR/SECRET | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 WOODBRIDGE CNTR DR, WOODBRIDGE, NJ 07095-1162
- In care of
- % BETSY K KAREL
- Signed the 990-PF
- BETSY KAREL, CHAIR/SECRETARY
- Phone
- (202) 966-3411
- Website
- FDNWEB.ORG/TRELLIS
- Return prepared by
- HUEY AND ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-4027960
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $119,919,523
- Income (IRS master file)
- $60,477,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $24,134,278 | $5,737,228 | $119,919,523 | IRS |
| 990-PF | December 2023 | $2,362,016 | $3,854,246 | $84,099,353 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4027960).
Questions about TRELLIS CHARITABLE FUND
- What is the EIN of TRELLIS CHARITABLE FUND?
- The employer identification number (EIN) of TRELLIS CHARITABLE FUND is 45-4027960.
- Is TRELLIS CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to TRELLIS CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRELLIS CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRELLIS CHARITABLE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRELLIS CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TRELLIS CHARITABLE FUND?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRELLIS CHARITABLE FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,134,278, expenses of $5,737,228 and total assets of $119,919,523 at year end.
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All nonprofits in WOODBRIDGE · New Jersey · Philanthropy, voluntarism and grantmaking foundations